See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEET METAL BENEFIT PLAN ADMIN Service code 14 · EIN 95-4337897 | Plan Administrator | $1,845,679 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 51 · EIN 91-1042342 | Investment Mgmt Fees | $549,837 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 20-8764829 | Recordkeeping | $511,600 |
GILBERT & SACKMAN6+ years Service code 29 · EIN 95-2906951 | Legal | $479,099 |
AMERICAN REALTY ADVISORS3 years Service code 28 · EIN 33-0123114 | Investment Management | $296,892 |
COLUMBIA4 years Filed as: COLUMBIA MGMT INVESTMENT ADVISORS Service code 28 · EIN 41-1533211 | Investment Management | $277,576 |
Filed as: JP MORGAN INV MGMT INC. Service code 28 · EIN 13-3200244 | Investment Management | $267,640 |
MCMORGAN & COMPANY LLC3 years Service code 28 · EIN 52-2334338 | Investment Management | $225,729 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (WS), INC. Service code 11 · EIN 94-1503999 | Actuarial | $188,790 |
ASB CAPITAL MANAGEMENT2 years Filed as: ABS CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $187,392 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 13.00% | 6.00%+7.0pp | 8.01%+5.0pp | 5230.06%-5217.1pp |
| Employer contribution / active EE | $16,002 | $14,010+14.2% | $29,475-45.7% | $10,491+52.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |